PIONEER EDUCATORS HEALTH TRUST

EIN: 352198318

PORTLAND, OR

Total Revenue
N/A
Total Expenses
$1,186,651
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2002
Legal Domicile
OR
Principal Officer
VICKI PIERSALL
Phone
5032248390
Tax Period
2021-01-01 to 2021-08-31

Mission

PROVIDE MEDICAL, DENTAL, VISION OR ALTERNATIVE CARE BENEFITS TO EMPLOYEES OF MEMBER COLLEGES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $78,545
TOTAL EXPENSES $1,186,651

Year-over-Year Comparison

2021 2020 Change
Revenue N/A $359,125 -1.0%
Expenses $1,186,651 $2,962,034 -0.6%
Net Income N/A $-2,602,909 N/A
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
4
Independent Members
4
Employees
N/A
Volunteers
N/A

Governance Policies

✓ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
VICKI PIERSALL BOARD CHAIR 1.00
Officer Director
$0 $0 $0
LORRAINE ARVIN TREASURER & SECRETARY 1.00
Officer Director
$0 $0 $0
ANDREA DOOLEY TRUSTEE 1.00
Director
$0 $0 $0
JENNIFER YRUEGAS TRUSTEE 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2021 No data $1,186,651 No data No data
2020 $359,125 $2,962,034 $1,191,796 $-2,602,909
2019 $3,366,058 $3,228,980 $3,827,772 $137,078
2018 $15,756,818 $15,137,564 $6,192,403 $619,254
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